Sending quotes to prospective guests

A quote lets you price a stay for someone who hasn't booked yet — an enquiry from your inbox, a returning guest, or an off-platform lead. The guest can review and accept it without a Wielo account.

Create a quote

1. Go to Finances → Quotes → New quote.
2. Pick the listing, dates and number of guests.
3. Enter the guest's name, email and (optionally) a phone number.
4. Set the base amount, cleaning fee and any extra line items.
5. Save draft to keep working, or Send to the guest to issue it.

Sending soft-holds the dates

The moment you send a quote, Wielo places a soft hold on those dates so you don't accidentally double-book while the guest decides. The hold clears automatically if the guest declines or the quote expires (3 days by default — you can also choose 24 hours, 7 days, or until check-in).

Four ways to send

On the quote's page, the Share with guest panel gives you:

• WhatsApp — opens WhatsApp with the quote link pre-written.
• Email — opens your own mail app with the subject and body ready.
• Wielo inbox — posts the link straight into your existing message thread with that guest (only if they have a Wielo account and you've messaged before).
• Copy link — grab the link to paste anywhere.

Every link opens a clean, branded quote page where the guest can download a PDF, accept or decline.

Turning a quote into a booking

Once the guest is happy, open the quote and click Convert to booking. Choose whether it's already paid (cash, EFT or off-platform) or unpaid (collect later). Converting creates the booking, locks the calendar, and automatically generates the invoice.